Fidelity MSCI Cons Discr IndFDISETF
13F holders, Q1 2024 (March 31)185holders
4famous investors
$82.43avg. 13F price*
At the end of Q1 2024, 185 institutions reported holding Fidelity MSCI Cons Discr Ind (FDIS) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($103.6M), Lido Advisors, LLC ($101.4M) and AE Wealth Management LLC ($17.0M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Cons Discr Ind
- CUSIP
- 316092204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.8M |
| Exits | 28 | $13.9M |
Ownership 185 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,255,507 | $103.6M |
| Lido Advisors, LLC | 0.91% | Reduce -0.4% | 1,229,838 | $101.4M |
| AE Wealth Management LLC | 0.19% | Reduce -9.0% | 205,919 | $17.0M |
| Monumental Financial Group Inc. | 8.06% | Add +9.8% | 183,655 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.6% | 178,603 | $14.7M |
| Vicus Capital | 1.33% | Add +2.4% | 177,280 | $14.6M |
| Agf Management Ltd. | 0.08% | Add +85.1% | 172,686 | $14.2M |
| Bank of America Corp. | 0.00% | Add +4.9% | 163,516 | $13.5M |
| Morgan Stanley | 0.00% | Add +11.0% | 139,557 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +163.7% | 121,077 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 111,378 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Add +18.1% | 105,863 | $8.7M |
| Destiny Wealth Partners, LLC | 1.57% | Reduce -7.3% | 105,986 | $8.7M |
| Connectus Wealth, LLC | 0.23% | Add +799.0% | 103,626 | $8.6M |
| Fisher Asset Management | 0.00% | Reduce -7.6% | 98,927 | $8.2M |
| Atlas Capital Advisors Inc. | 1.09% | Add +14.6% | 84,566 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.9% | 83,348 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -20.1% | 71,192 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +34.8% | 66,480 | $5.5M |
| Creative Financial Designs Inc. | 0.45% | Add +5.5% | 57,133 | $4.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 56,905 | $4.7M |
| Mariner, LLC | 0.01% | Add +10.2% | 56,889 | $4.7M |
| SFI Advisors, LLC | 3.58% | Add +8.1% | 55,356 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +56.5% | 55,146 | $4.5M |
| Algorithmic Investment Models, LLC | 3.11% | Reduce -9.8% | 51,321 | $4.2M |
| KCM Investment Advisors LLC | 0.16% | Add +0.5% | 50,677 | $4.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +15.6% | 47,679 | $3.9M |
| Brookstone Capital Management | 0.07% | Add +4.1% | 45,924 | $3.8M |
| Lincoln National Corp. | 0.05% | Add +13.0% | 42,348 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +13.2% | 37,463 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.9% | 34,757 | $2.9M |
| Yoder Wealth Management, Inc. | 1.87% | Reduce -0.6% | 34,743 | $2.9M |
| Exchange Capital Management, Inc. | 0.43% | Reduce -2.1% | 32,200 | $2.7M |
| FMR LLC | 0.00% | Add +13.7% | 29,860 | $2.5M |
| Maltin Wealth Management, Inc. | 1.38% | Add +3.5% | 29,806 | $2.5M |
| Penobscot Wealth Management | 1.53% | Add +22.7% | 29,345 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +590.3% | 28,088 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -20.3% | 27,493 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.6% | 26,207 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -19.4% | 25,522 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 24,779 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 24,733 | $2.0M |
| Smith Salley Wealth Management | 0.16% | Add +4.3% | 24,249 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +29.7% | 23,663 | $2.0M |
| CX Institutional | 0.09% | Add +2.1% | 23,095 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -7.1% | 21,719 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.5% | 20,647 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.2% | 19,878 | $1.6M |
| Raymond James & Associates | 0.00% | Add +3.8% | 19,413 | $1.6M |
| Heck Capital Advisors, LLC | 0.24% | Add +0.9% | 19,286 | $1.6M |
| UBS Group AG | 0.00% | Reduce -7.8% | 18,590 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 18,097 | $1.5M |
| Lynch & Associates | 0.32% | Add +8.3% | 16,936 | $1.4M |
| Lifeworks Advisors, LLC | 0.38% | Add +20.4% | 16,453 | $1.4M |
| Pathway Financial Advisers, LLC | 0.48% | Reduce -7.0% | 16,209 | $1.3M |
| Ellis Investment Partners, LLC | 0.28% | Reduce -0.2% | 15,818 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +8.2% | 15,630 | $1.2M |
| HBW Advisory Services LLC | 0.23% | No change | 15,428 | $1.2M |
| Thrive Capital Management, LLC | 0.61% | New | 14,849 | $1.1M |
| Southern Capital Advisors, LLC | 0.65% | Add +12.9% | 12,904 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +40.0% | 12,725 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Add +49.4% | 12,510 | $1.0M |
| VCI Wealth Management LLC | 0.69% | Reduce -15.9% | 12,328 | $1.0M |
| Triumph Capital Management | 0.40% | New | 12,088 | $990K |
| Snowden Capital Advisors LLC | 0.03% | Add +43.0% | 11,638 | $960K |
| DAVENPORT & Co LLC | 0.01% | Add +51.8% | 10,507 | $867K |
| Spire Wealth Management | 0.02% | Reduce -5.0% | 10,124 | $835K |
| Regal Investment Advisors LLC | 0.06% | Add +29.9% | 9,937 | $820K |
| Stonebridge Financial Planning Group, LLC | 0.42% | Add +4.8% | 9,732 | $803K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.6% | 9,686 | $799K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -17.8% | 9,049 | $746K |
| Magnolia Capital Management Ltd. | 0.63% | No change | 9,010 | $743K |
| Royal Bank of Canada | 0.00% | Add +67.7% | 8,816 | $728K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.3% | 8,399 | $693K |
| Charter Oak Capital Management, LLC | 0.07% | Add +0.5% | 8,299 | $684K |
| Investors Research Corp | 0.16% | Add +7.4% | 8,106 | $669K |
| Level Four Advisory Services, LLC | 0.04% | No change | 8,377 | $661K |
| Pension & Wealth Management Advisors, Inc. | 0.43% | Reduce -1.2% | 7,861 | $648K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -10.3% | 7,791 | $643K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +22.6% | 7,729 | $637K |
| Citadel Advisors | 0.00% | Reduce -42.3% | 7,701 | $635K |
| Sunbelt Securities, Inc. | 0.07% | Add +5.3% | 7,410 | $611K |
| World Investment Advisors | 0.09% | Add +22.0% | 7,325 | $604K |
| Dakota Wealth Management | 0.01% | Reduce -6.0% | 7,250 | $598K |
| Soltis Investment Advisors LLC | 0.07% | Add +1.5% | 7,180 | $592K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 7,178 | $592K |
| Pathstone Holdings, LLC | 0.00% | Add +14.5% | 6,500 | $536K |
| MML Investors Services, LLC | 0.00% | Reduce -23.0% | 6,451 | $532K |
| Hall Capital Management Co. Inc. | 0.26% | No change | 6,373 | $526K |
| Renaissance Technologies | 0.00% | Add +50.0% | 6,300 | $520K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.4% | 5,966 | $492K |
| Prudential Financial Inc. | 0.00% | Reduce -47.7% | 5,913 | $488K |
| Eley Financial Management, Inc | 0.21% | Add +3.0% | 5,891 | $486K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,520 | $455K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +9.7% | 5,215 | $430K |
| Lanark Financial, Inc. | 0.04% | Add +44.1% | 5,165 | $426K |
| Centaurus Financial, Inc. | 0.03% | Reduce -22.9% | 4,981 | $411K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.9% | 5,468 | $382K |
| D. E. Shaw & Co. | 0.00% | New | 4,558 | $376K |
| Creative Planning | 0.00% | Reduce -3.9% | 4,482 | $370K |
"% of holder's portfolio" is FDIS's weight in each manager's 13F, not the share of Fidelity MSCI Cons Discr Ind the manager owns.